WMG Financial Advisors’s Regions Financial RF Stock Holding History

WMG Financial Advisors’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Sell	35,388 -30	-0.1%	-$842	0.4%	30
2026 Q1	$925K	Sell	35,418 -13,425	-27%	-$375K	0.39%	35
2025 Q4	$1.32M	Sell	48,843 -6,213	-11%	-$159K	0.55%	36
2025 Q3	$1.45M	Buy	55,056 +113	+0.2%	+$2.94K	0.48%	43
2025 Q2	$1.29M	Hold	54,943	–	–	0.48%	41
2025 Q1	$1.19M	Hold	54,943	–	–	0.51%	38
2024 Q4	$1.29M	Buy	54,943 +750	+1%	+$18.5K	0.56%	34
2024 Q3	$1.26M	Buy	54,193 +35	+0.1%	+$765	0.57%	34
2024 Q2	$1.09M	Buy	54,158 +3,837	+8%	+$74.4K	0.57%	35
2024 Q1	$1.06M	Buy	+50,321	New	+$952K	0.61%	35
2023 Q4	–	Sell	-17,905	Closed	-$308K	–	129
2023 Q3	$308K	Sell	17,905 -5,137	-22%	-$97.3K	0.26%	69
2023 Q2	$411K	Sell	23,042 -363	-2%	-$6.41K	0.3%	67
2023 Q1	$465K	Sell	23,405 -7,637	-25%	-$166K	0.38%	57
2022 Q4	$669K	Hold	31,042	–	–	0.57%	53
2022 Q3	$621K	Buy	31,042 +1,536	+5%	+$32.4K	0.56%	51
2022 Q2	$555K	Buy	29,506 +100	+0.3%	+$2.06K	0.48%	56
2022 Q1	$656K	Buy	29,406 +1,350	+5%	+$31.8K	0.48%	52
2021 Q4	$614K	Buy	+28,056	New	+$642K	0.48%	51

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

WMG Financial Advisors's RF Position: Q2 2026 in Review

WMG Financial Advisors reduced its Regions Financial (RF) stake by 0.08% in Q2 2026, selling an estimated $842 and leaving 35,388 shares worth $1.07M. The position accounts for 0.4% of the portfolio, ranked #30.

WMG Financial Advisors first reported a position in RF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q3 2025. 457 funds tracked by Wall St. Rank hold RF as of Q2 2026.

WMG Financial Advisors held 35,388 shares of Regions Financial worth $1.07M as of Q2 2026.
WMG Financial Advisors sold 30 Regions Financial shares in Q2 2026, an estimated $842.
Regions Financial made up 0.4% of WMG Financial Advisors's portfolio in Q2 2026, its #30 holding.
WMG Financial Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 18 quarters since.
WMG Financial Advisors's Regions Financial position peaked at $1.45M in Q3 2025.
457 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.